← Back to search
MEYER HANDELMAN COMPANY LLC
CRD 107309 · SEC 801-661
800 WESTCHESTER AVENUE, SUITE S-618, RYE BROOK, NY, 10573-1373, United States
Phone
914-939-4060
Fax
914-939-4066
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.24B
Discretionary AUM
$2.73B
Team
18 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $33.0M |
| High net worth individuals | 402 | $2.71B |
| Pension/profit sharing plans | 2 | $12.5M |
| Charitable organizations | 5 | $410.8M |
States served
VT, CA, LA, MA, NE, NJ, NY, VA, TX, NH, CT, FL
Official SEC filing: View on IAPD